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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (121423)	4/30/1999 2:29:00 PM
From: Shadow	Respond to of 176387

From MArket Guide Dell Computer Corporation Ticker: DELL Page 1 of 10 Complete Financials: October 1998 Exchange NASD Earnings Announcement: January 1999* FY END JAN ISSUE DATA (04/23/99) PER SHARE DATA RATIOS Price $ 43.00 EPS (TTM) $ 0.53* P/E (TTM) 81.44* 52W High $ 55.00 Div. Rate $ 0.00 Yield 0.00 % 52W Low $ 18.09 Book Value $ 0.77 Price/Book 56.14 Shrs Out 2,544.51 Mil Cash $ 1.10 ROE (TTM) 93.25% Float 1,959.20 Mil Rev (TTM) $ 6.58 ROA (TTM) 27.52% Mon. Vol 1,029.91 Mil Curr. Ratio 1.62 Beta 1.69 LT Dbt/Eqty 0.26 BRIEF: DELL designs, develops, manufactures, markets and services and supports a range of computer systems, including desktop, notebooks, & enterprise systems (includes servers and workstations). DELL also markets software, peripherals and service and support programs. For the 39 weeks ended 11/1/98, revenues rose 52% to $13.07B. Net income rose 57% to $1.04B. Revenues reflect increased units sold. Earnings reflect higher margins due to component cost declines. PRELIMINARY: For the 3 months ended 01/29/99, revenues were 5,173,000; after tax earnings were 425,000.

To: Mohan Marette who wrote (121423)	4/30/1999 2:37:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Mohan, The next two weeks should be very interesting as the analysts look again at DELL and begin to realize how far off their projections are. CPQ has simply been amazing. Salomon downgraded their earnings estimates for the year to $1.03 per share. With a growth rate of 8% they should be worth $8 per share. Shipments into the channel were up 25% yoy, while shipments out of the channel were 18%. It is simply amazing! Price protection payments for promotions to clear the channel reduced margins significantly. Q2 should be a very strong quarter for DELL since it is able to ship the latest product to its customers while its competitors are trying to clear stale product and are struggling with a hybrid sales and distribution model. DELL's forward looking conference call should be bullish and I expect their results for Q1 be amazing. I guess Larry is not looking at the growth momentum. Have a great weekend! Jim Kelley